+148.7%
EWH price history and return analytics
+357.8%
-209.1%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +1.0% |
| 7D | -0.2% | +2.9% | -3.1% | -2.6% |
| 30D | +3.7% | -2.5% | +6.2% | +5.7% |
| 3M | +3.2% | -3.3% | +6.5% | +6.0% |
| 6M | -2.6% | +1.5% | -4.2% | -4.3% |
| YTD | +10.8% | +11.4% | -0.6% | +0.6% |
| 1Y | +5.0% | +11.9% | -6.9% | -5.1% |
| 3Y | +56.5% | +73.9% | -17.4% | -3.6% |
| 5Y | +15.4% | +57.9% | -42.5% | -24.0% |
| 10Y | +56.9% | +222.6% | -165.8% | -47.3% |
| All | +148.7% | +357.8% | -209.1% | -38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling